From equity to fixed income to multi-asset, our investment solutions are as diverse as your needs. They are supported by the deep expertise and global research of our strategic investing approach. It’s why investors trust us with $1.4 trillion across all asset classes. (As of 6/30/23)
Every day, our 800+ investment professionals—including 400+ research analysts—collaborate across asset classes, sectors, and geographies to inform our decision-making. ESG analysis is also integrated into our rigorous research. We believe this approach leads to better results for you and your clients.
Our funds have delivered more return than passive peers, more often than top active managers.
Over the last 20 years, our actively managed funds beat comparable passive peers more often—and with higher returns—than the average of all other active managers, including the five largest. Plus, over 90% of active T. Rowe Price funds have an expense ratio below the average of comparable active funds in their Morningstar category.4
T. Rowe Price funds beat comparable passive peer funds 71% of the time. That’s more often than the average of all active managers—including the five largest.
Complex markets require flexibility in fixed income solutions. Help your clients manage risk with strategies that address portfolio stability, income, diversification as well as inflation and rate hedging.
Rely on our expertise to navigate the evolving retirement landscape. As the largest manager of active target date products in the U.S.,5 over 95% of our Retirement Funds with a 10-year track record beat their 10-year Lipper average as of 6/30/23.6
“Since 1937, T. Rowe Price has been focused on delivering value, investment results, and service. Our fundamental approach and long-term perspective on investment performance, combined with our global research capabilities, continue to set us apart.”
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Portfolio construction expertise to enhance your investment process
Backed by the resources and capabilities of our Multi-Asset Division, our Portfolio Construction Solutions provide everything you need to build, review, and adjust your portfolios. Potentially enhance investment outcomes with our integrated suite of solutions.
Past performance is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. Results from other time periods may differ. Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Passive investing may lag the performance of actively managed peers as holdings are not reallocated based on changes in market conditions or outlooks on specific securities.
Analysis by T. Rowe Price. Comparable passive funds are (1) mutual funds and exchange traded funds classified as an “index fund” in the Morningstar Direct database and (2) in the same Morningstar category as the active funds being analyzed. All Active Managers represents the actively managed (non-“index fund”) mutual funds and exchange-traded funds in the Morningstar Direct database, excluding those managed by T. Rowe Price. The performance of the T. Rowe Price active funds and the All Active Managers funds were compared against the comparable passive funds using 10-year rolling monthly periods from 7/1/03 to 6/30/23. The analysis was conducted at the Morningstar category level analyzing all open-end funds and exchange-traded funds (ETFs) within U.S. Morningstar categories where passive funds are present. Oldest share class returns are used for analysis. Money market funds are excluded from the analysis.
184 funds covering 7,198 rolling 10-year periods.
2463 funds covering 39,519 rolling 10-year periods. The active assets under management (AUM) as of 6/30/23 across all funds considered in the analysis are aggregated and those funds offered at any point in the analysis period by the largest five active fund managers by AUM, identified by Morningstar, other than T. Rowe Price are grouped together here. Source: Morningstar.
34,594 funds covering 344,509 rolling 10-year periods, excluding T. Rowe Price.
Download a mutual fund prospectus; each includes investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. The link to lipperfundawards.com will cause you to leave T. Rowe Price's website and will redirect you to a website that is not an affiliated of T. Rowe Price. T. Rowe Price assumes no responsibility for your or any other person's use this third-party website or any of its contents. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Winning funds over three years within the 20 largest classifications per award universe according to assets under management are awarded a trophy. Where appropriate, only funds domiciled in the respective country are taken into consideration for determining the largest classifications. All winning groups are awarded a trophy as well. The methodology for awarding trophies in regions is subject to change based on local market needs. However, all winners receive a certificate.
The Best Overall US Fund Group award is given to the group with the lowest average decile ranking of its respective asset class results based on the methodology described above. Large fund family groups with at least five equity, five bond, and three mixed-asset portfolios are eligible for an overall group award
ABOUT REFINITIV LIPPER
Refinitiv Lipper provides independent insight on global collective investments, including mutual funds, retirement funds, hedge funds and fund fees and expenses. Lipper offers premium-quality data, fund ratings, analytical tools and global commentary through specialized product offerings. Trusted by investment professionals for more than 40 years, Lipper provides unparalleled expertise and insight to the funds industry.
The mutual funds referred to in this website are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.
This material is provided for general informational purposes only and is not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and not intended to suggest any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making.